JI

Jeereddi Investments Portfolio holdings

AUM $25.4M
1-Year Est. Return 6.86%
This Quarter Est. Return
1 Year Est. Return
-6.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.16M
3
+$567K
4
EGLE
Eagle Bulk Shipping Inc.
EGLE
+$310K
5
CNVS icon
Cineverse
CNVS
+$251K

Top Sells

1
+$1.7M
2
+$943K
3
+$208K

Sector Composition

1 Technology 31.89%
2 Communication Services 26.57%
3 Financials 25.22%
4 Consumer Discretionary 6.18%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$174K 0.13%
10,504
52
$75K 0.05%
+10,000
53
$29K 0.02%
+500
54
– –
0
55
– –
-25,300
56
– –
-1,000
57
– –
-49,752
1 2
3